Definition:
Client Accounting Services refer to outsourced accounting solutions provided to businesses—especially small and mid-sized ones—that need expert support managing their financial operations but don’t have an in-house accounting team. Rather than hiring full-time staff, these businesses turn to firms for help with essential accounting functions like bookkeeping, financial reporting, payroll, and more.
CAS is often offered as a bundled, ongoing service that handles day-to-day accounting tasks and provides regular financial insights to help clients make better decisions.
What’s Typically Included in CAS?
Client Accounting Services can be tailored to each client’s needs, but usually include a mix of:
- Bookkeeping – Managing daily transactions, reconciling accounts, tracking expenses, and ensuring the books are always current.
- Financial Reporting – Creating monthly or quarterly reports (like profit & loss statements or balance sheets) that give clients a clear view of their finances.
- Payroll Processing – Handling employee payments, payslips, and tax submissions.
- Accounts Payable & Receivable – Ensuring suppliers get paid and customer invoices are followed up on.
- Budgeting & Forecasting – Helping clients plan ahead with realistic financial projections.
- Cash Flow Management – Tracking how money is moving in and out of the business to avoid surprises.
- Cloud Accounting Setup & Support – Migrating clients to cloud-based software and helping them use it effectively.
Why CAS Is Valuable
CAS gives business owners peace of mind knowing their financials are in order without needing to be involved in every detail. It saves them time, reduces risk, and gives them access to experienced professionals who can spot issues early or offer strategic advice.
For accounting firms, CAS also creates a consistent revenue stream. Rather than once-off engagements, firms can build long-term relationships with clients by offering proactive, value-driven services.
How TidyFlow Supports CAS Providers
TidyFlow makes it easier for firms to deliver client accounting services consistently and efficiently. With automated workflows, recurring task tracking, and team collaboration tools, you can stay on top of each client’s schedule without missing deadlines. The platform gives your team visibility into who’s doing what and when, while centralizing communication and documentation. This level of organization is especially valuable when managing high volumes of clients with different service packages.
Conclusion
Client Accounting Services allow firms to become long-term partners in their clients' businesses—handling the financial foundation while the client focuses on growth. It's a win-win: clients get expert support without needing to hire in-house, and firms gain recurring, scalable work.